Rockefeller Capital Management’s Invesco BulletShares 2031 Corporate Bond ETF BSCV Stock Holding History

Rockefeller Capital Management’s Portfolio BSCV Stock Details BSCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$162K	Sell	9,907 -235	-2%	-$3.87K	﹤0.01%	2711
2026 Q1	$167K	Buy	+10,142	New	+$169K	﹤0.01%	2596

Other funds holding BSCV

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Rockefeller Capital Management's BSCV Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Invesco BulletShares 2031 Corporate Bond ETF (BSCV) stake by 2.3% in Q2 2026, selling an estimated $3.87K and leaving 9,907 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #2711.

Rockefeller Capital Management first reported a position in BSCV in Q1 2026 and has held it in 2 quarters since. The position peaked at $167K in Q1 2026. 222 funds tracked by Wall St. Rank hold BSCV as of Q2 2026.

Rockefeller Capital Management held 9,907 shares of Invesco BulletShares 2031 Corporate Bond ETF worth $162K as of Q2 2026.
Rockefeller Capital Management sold 235 Invesco BulletShares 2031 Corporate Bond ETF shares in Q2 2026, an estimated $3.87K.
Invesco BulletShares 2031 Corporate Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2711 holding.
Rockefeller Capital Management first reported a position in Invesco BulletShares 2031 Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
Rockefeller Capital Management's Invesco BulletShares 2031 Corporate Bond ETF position peaked at $167K in Q1 2026.
222 funds tracked by Wall St. Rank held Invesco BulletShares 2031 Corporate Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.